Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
First Eagle Investments James Fellows | “The company holds top-tier, long-duration copper reserves positioned favorably on the global cost curve. It trades at a deep conglomerate discount relative to its subsidiary, Southern Copper, while paying an attractive dividend yield. A disciplined family-led management team supports the firm's long-term value creation.” | BULL | Q4 2025 Dec 31, 2025 | View Pitch |
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
